Jensen Huang

Yeah, the answer is yes on the last question.

Without it, NVIDIA's velocity, our pace, our scale would be limited.

And so without AI these days, it's just simply not possible to build what we built.

Now, why do we do it?

There's something that, remember, Eddie said it at his earnings call or his conference.

Satya has said it.

Sam has said it.

The token generation rate is going up exponentially.

And the customer use is going up exponentially.

I think they were at 800 million weekly active users or something like that.

Yes.

I mean, that's less than two years from ChatGPT, right?

That's right.

Exactly.

And so the first thing is, because the token generation rate is going up so incredibly, two exponentials on top of each other, we have to, unless we increase the performance

At incredible rates, the cost of token generation will keep growing because Moore's Law is dead, right?

Because transistors basically cost the same every single year now.

And power is largely the same.

And between those two fundamental laws, unless we come up with new technologies to drive the cost down, even if there's a slight difference in growth, you give somebody a discount of a few percent, how is that going to make up for two exponentials?

And so we have to increase our performance annually at a pace that keeps up with that exponential.